超纯工业气体，“掘金”万亿碳材料产业

Core Viewpoint - The article emphasizes the critical role of ultra-pure industrial gases in the carbon materials industry, highlighting their importance in research, production, and application processes, despite being often overlooked in discussions about high-tech materials [2][7]. Group 1: Diamond - The production of diamond, particularly through CVD (Chemical Vapor Deposition), requires extremely high purity levels of methane and hydrogen, with impurity concentrations needing to be controlled at the ppb level to avoid defects that affect thermal and electrical properties [3]. - For diamond manufacturers, securing high-quality gas sources and stable supply is as crucial as mastering core growth processes [3]. Group 2: Graphene and Carbon-Carbon Composites - The industrialization of graphene relies heavily on the combination of methane, hydrogen, and argon in the CVD process, where the control of gas flow ratios and purity directly impacts the quality of graphene films [4]. - Leading domestic graphene companies are collaborating with gas suppliers to establish standards that match their processing needs, indicating the importance of gas quality control in production yield and cost [4]. - The CVD deposition process for carbon-carbon composites also requires multiple gas applications to achieve densification [4]. Group 3: Carbon Nanotubes - Carbon nanotubes, essential for conductive additives and high-performance composites, depend significantly on carbon source gases and protective atmospheres during catalytic cracking reactions [5]. - The choice of gases like methane, ethylene, and carbon monoxide, along with hydrogen, influences the yield of single-walled and multi-walled nanotubes, as well as their electrical conductivity and surface area [5]. - As companies like TianNai Technology and OCSiAl scale up production to tens of thousands of tons, ensuring gas supply security and cost optimization has become a strategic focus [5]. Group 4: Silicon-Based Anodes - The application of silicon-based anodes in batteries highlights the strategic significance of ultra-pure industrial gases in the new energy sector, particularly in carbon coating processes [6]. - The CVD deposition of carbon layers requires precise control over the decomposition rates of gases like methane or acetylene, with hydrogen and inert gases playing roles in reduction and protection [6]. - The structure of carbon layers formed under different atmospheres directly affects the cycling stability and fast-charging performance of anode materials [6]. Group 5: Industry Interaction - The article concludes that the stable supply of ultra-pure industrial gases is essential for the mass production and performance breakthroughs of carbon materials, positioning these gases as the "best companions" for carbon materials [7]. - The interaction between gas companies and carbon material enterprises is emerging as a hidden mainline in a new industrial chain amid global energy transitions and technological innovations [7].